See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,022 |
Service code 49 · EIN 74-2794194 | Other Services | $9,270 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 28 1250 S. CAPITAL OF TEXAS · W. LAKE HILLS, TX 787466446 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,800 | $58,726+260.7% | $92,233+129.6% | $62,292+240.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.63% | 43.62%-25.0pp | 176.28%-157.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $4,135 | $2,392+72.9% | $3,679+12.4% | $2,042+102.5% |
| Participant deferral / active EE | $10,475 | $2,766+278.7% | $3,897+168.8% | $3,169+230.5% |
| Admin fee / account holder | $157 | $556-71.8% | $5,194-97.0% | $479-67.3% |